See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,326 | $133,958-57.2% | $112,228-48.9% | $134,475-57.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -16.40% | 47.11%-63.5pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,099 | $4,038-48.0% | $3,635-42.3% | $4,740-55.7% |
| Participant deferral / active EE | $3,978 | $5,291-24.8% | $4,728-15.9% | $6,400-37.8% |
| Admin fee / account holder | $291 | $7,489-96.1% | $6,410-95.5% | $11,426-97.5% |